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NFLX vs TTD

NFLX
Netflix, Inc.
NEUTRAL
Price
$107.71
Market Cap
$456.89B
Sector
Communication Services
AI Confidence
80%
TTD
The Trade Desk, Inc.
NEUTRAL
Price
$24.05
Market Cap
$11.45B
Sector
Communication Services
AI Confidence
80%

Valuation

P/E Ratio
NFLX
42.57
TTD
26.72
Forward P/E
NFLX
27.74
TTD
10.11
P/B Ratio
NFLX
17.09
TTD
4.61
P/S Ratio
NFLX
10.11
TTD
3.95
EV/EBITDA
NFLX
33.87
TTD
15.33

Profitability

Gross Margin
NFLX
48.49%
TTD
78.62%
Operating Margin
NFLX
24.54%
TTD
30.34%
Profit Margin
NFLX
24.3%
TTD
15.31%
ROE
NFLX
42.76%
TTD
16.32%
ROA
NFLX
15.25%
TTD
6.01%

Growth

Revenue Growth
NFLX
17.6%
TTD
14.3%
Earnings Growth
NFLX
32.7%
TTD
7.5%

Financial Health

Debt/Equity
NFLX
0.64
TTD
0.18
Current Ratio
NFLX
1.19
TTD
1.61
Quick Ratio
NFLX
1.06
TTD
1.55

Dividends

Dividend Yield
NFLX
--
TTD
--
Payout Ratio
NFLX
0.0%
TTD
0.0%

AI Verdict

NFLX NEUTRAL

Netflix exhibits a stable financial foundation with a Piotroski F-Score of 5/9, though it trades at a significant premium to its Graham Number ($18.94) and growth-based Intrinsic Value ($74.63). While profitability metrics are exceptional, including an ROE of 42.76% and strong margins, the valuation is stretched with a P/B of 17.09 and a PEG ratio of 2.22. The stock is currently caught between strong fundamental growth and bearish technicals/insider sentiment. Overall, the company is a high-performing business trading at a growth-adjusted premium.

Strengths
Exceptional Return on Equity (ROE) of 42.76%
Strong profitability with a 24.30% profit margin
Robust earnings growth (YoY +32.70%)
Risks
Significant overvaluation relative to book value (P/B 17.09)
Bearish insider activity with $94.78M in recent sales
Technical trend is currently bearish (0/100)
TTD NEUTRAL

The Trade Desk presents a dichotomy between strong operational efficiency and poor market sentiment. While the Piotroski F-Score of 4/9 indicates stable financial health and the balance sheet is lean with a low Debt/Equity ratio of 0.18, the stock has suffered a catastrophic long-term price decline (-66% over 5 years). Valuation is mixed: it trades significantly above its Graham Number ($10.28) and Intrinsic Value ($16.43), yet its Forward P/E (10.11) and PEG Ratio (0.86) suggest it is undervalued relative to its growth trajectory. The combination of bearish insider activity and poor technical trends offsets the strong margins and analyst 'buy' recommendations.

Strengths
Exceptional Gross Margins (78.62%) and Operating Margins (30.34%)
Very low leverage with a Debt/Equity ratio of 0.18
Attractive PEG Ratio (0.86), indicating growth is not fully priced in
Risks
Severe long-term price erosion (-49.4% 1Y, -66% 5Y)
Bearish insider sentiment with recent director selling
Earnings growth (7.5%) is lagging significantly behind revenue growth (14.3%)

Compare Another Pair

NFLX vs TTD: Head-to-Head Comparison

This page compares Netflix, Inc. (NFLX) and The Trade Desk, Inc. (TTD) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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